Sierra Wireless, Inc. (SWIR)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Sierra Wireless, Inc. (SWIR) trades at $30.99. Sierra Wireless, Inc. provides device-to-cloud Internet of Things (IoT) solutions globally. Market cap: $1.21B, Sector: Technology.
Price live · AI analysis from Mar 17, 2026Analyst Coverage for SWIR: SWIR does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SWIR against Technology peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SWIR: 1/1 perspectives are bearish.
How is this calculated? →Sierra Wireless, Inc. (SWIR) Technology Profile & Competitive Position
Sierra Wireless, Inc. delivers device-to-cloud IoT solutions, providing cellular wireless modules and connectivity services across IoT and enterprise sectors. The company's focus on 5G, 4G LTE, and LPWA technologies positions it in the expanding IoT landscape, serving OEMs and industrial clients globally.
What Is the Investment Thesis for SWIR?
Sierra Wireless presents an investment opportunity within the growing IoT sector. The company's dual focus on IoT Solutions and Enterprise Solutions allows it to capture value across the IoT ecosystem. Growth catalysts include the expansion of 5G networks and the increasing demand for IoT connectivity in various industries. Key value drivers include recurring revenue from connectivity services and the potential for increased module sales as IoT adoption accelerates. Potential risks include competition from other IoT solution providers and the cyclical nature of the telecommunications equipment market. Investors should monitor the company's ability to maintain its market share and adapt to evolving technology standards.
Based on FMP financials and quantitative analysis
SWIR Key Highlights
- Sierra Wireless operates in two segments: IoT Solutions and Enterprise Solutions.
- The company offers cellular wireless IoT modules supporting 5G, 4G LTE, and LPWA technologies.
- Sierra Wireless provides AirLink routers and IoT applications for enterprise customers.
- The company serves enterprises, industrial companies, and OEMs through various channels.
- Sierra Wireless has a cloud platform offering reporting and analytics capabilities.
Who Are SWIR's Competitors?
SWIR is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AVID Avid Technology, Inc. | $27.05 | +0.02% | $1.19B | 51 |
| ETWO E2open Parent Holdings, Inc. | $3.30 | +0.00% | $1.03B | 48 |
| EVBG Everbridge, Inc. | $35.00 | +0.03% | $1.46B | 57 |
| INFN Infinera Corporation | $6.64 | +0.00% | $1.57B | 49 |
| ONDS Ondas Holdings Inc. | $7.66 | +3.31% | $4.00B | 72 |
| CRDO Credo Technology Group Holding Ltd | $268.87 | +11.14% | $50.14B | 67 |
| ASTS AST SpaceMobile, Inc. | $80.64 | -5.27% | $32.81B | 66 |
| ENAFF Enablence Technologies Inc. | $5.49 | -8.53% | $115.63M | 65 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SWIR's Key Strengths?
- Comprehensive IoT solutions portfolio.
- Strong relationships with OEMs and mobile network operators.
- Global presence and distribution network.
- Proprietary IoT module technology.
What Are SWIR's Weaknesses?
- Dependence on the telecommunications equipment market.
- Competition from other IoT solution providers.
- Exposure to currency exchange rate fluctuations.
- Potential for supply chain disruptions.
What Could Drive SWIR Stock Higher?
- Expansion of 5G networks driving demand for 5G IoT modules.
- Increasing adoption of LPWA technologies in various industries.
- Launch of new IoT applications targeting specific customer needs.
- Strategic partnerships with leading OEMs and mobile network operators.
What Are the Key Risks for SWIR?
- Negative return on equity (-28.0%) — the business is not currently generating profit on shareholder capital.
- Intense competition in the IoT market.
- Rapid technological changes.
- Economic downturns impacting demand for IoT solutions.
- Cybersecurity threats targeting IoT devices and networks.
What Are the Growth Opportunities for SWIR?
- Expansion of 5G IoT Solutions: The rollout of 5G networks globally presents a significant growth opportunity for Sierra Wireless. The company's 5G-compatible modules enable OEMs to develop next-generation IoT devices with enhanced speed and bandwidth. The market for 5G IoT solutions is expected to grow rapidly over the next 3-5 years, driven by applications in autonomous vehicles, smart cities, and industrial automation. Sierra Wireless can capitalize on this trend by expanding its 5G module offerings and securing partnerships with leading OEMs.
- Increased Adoption of LPWA Technologies: Low Power Wide Area (LPWA) technologies like NB-IoT and LTE-M are gaining traction for IoT applications requiring long battery life and wide coverage. Sierra Wireless offers LPWA modules that cater to this growing demand. The market for LPWA connectivity is projected to expand significantly in the coming years, driven by applications in asset tracking, smart metering, and environmental monitoring. Sierra Wireless can leverage its LPWA solutions to penetrate new markets and expand its customer base.
- Growth in Enterprise IoT Solutions: The Enterprise Solutions segment offers a range of AirLink routers, IoT applications, and managed network services. The increasing adoption of IoT in enterprises is driving demand for these solutions. The market for enterprise IoT solutions is expected to grow steadily over the next 3-5 years, driven by applications in remote monitoring, asset management, and predictive maintenance. Sierra Wireless can capitalize on this trend by expanding its enterprise solution offerings and strengthening its channel partnerships.
- Expansion into New Geographies: Sierra Wireless has a global presence, serving customers in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company can further expand its geographic reach by targeting new markets with high growth potential. Emerging markets in Asia and Latin America offer significant opportunities for IoT adoption. Sierra Wireless can leverage its existing product portfolio and channel partnerships to penetrate these markets and diversify its revenue streams.
- Development of New IoT Applications: Sierra Wireless can drive growth by developing new IoT applications that address specific customer needs. The company's cloud platform and IoT expertise enable it to create innovative solutions for various industries. Potential applications include smart agriculture, connected healthcare, and intelligent transportation. By developing and launching new IoT applications, Sierra Wireless can differentiate itself from competitors and generate new revenue streams.
What Opportunities Does SWIR Have?
- Expansion of 5G networks and IoT adoption.
- Growth in LPWA technologies.
- Increased demand for enterprise IoT solutions.
- Expansion into new geographies.
What Threats Does SWIR Face?
- Rapid technological changes.
- Intense competition in the IoT market.
- Economic downturns.
- Cybersecurity threats.
What Are SWIR's Competitive Advantages?
- Proprietary IoT module technology.
- Established relationships with OEMs and mobile network operators.
- Comprehensive IoT solutions portfolio.
- Global presence and distribution network.
- Cloud platform for IoT data management and analytics.
What Does SWIR Do?
Sierra Wireless, Inc., established in 1993 and headquartered in Richmond, Canada, is a global provider of device-to-cloud Internet of Things (IoT) solutions. The company operates through two primary segments: IoT Solutions and Enterprise Solutions. The IoT Solutions segment offers a range of cellular wireless IoT modules supporting various connectivity options, including 5G, 4G LTE, 3G/2G, low power wide area (LPWA), Wi-Fi, Bluetooth, and global navigation satellite system (GNSS). These modules are designed for original equipment manufacturers (OEMs) seeking to integrate wireless connectivity into their products. The Enterprise Solutions segment provides Sierra Wireless AirLink routers, IoT applications, advanced network management tools, managed network services, and mobility applications. This segment also delivers asset, fleet, and cargo tracking services, offender and remote monitoring solutions, and alarm communications. Sierra Wireless serves a diverse customer base, including enterprises, industrial companies, and OEMs, through direct and indirect channels such as distributors, value-added resellers, and mobile network operators. The company's cloud platform offers reporting and analytics capabilities, enhancing its IoT service offerings.
What Products and Services Does SWIR Offer?
- Provides cellular wireless IoT modules for OEMs.
- Offers embedded broadband solutions for connecting to 5G and 4G networks.
- Delivers IoT connectivity services.
- Provides AirLink routers for enterprise customers.
- Offers IoT applications and advanced network management tools.
- Provides asset, fleet, and cargo tracking services.
- Offers offender and remote monitoring services.
- Provides a cloud platform for reporting and analytics.
How Does SWIR Make Money?
- Sells cellular wireless IoT modules to OEMs.
- Provides IoT connectivity services on a subscription basis.
- Offers AirLink routers and IoT applications to enterprise customers.
- Generates revenue from managed network services.
- Provides asset, fleet, and cargo tracking services for recurring revenue.
What Industry Does SWIR Operate In?
Sierra Wireless operates in the communication equipment industry, a segment of the broader technology sector. The industry is characterized by rapid technological advancements, particularly in 5G and IoT. The competitive landscape includes companies like AVID, BASE, ETWO, EVBG, and INFN, each vying for market share in the IoT solutions space. The increasing demand for connected devices and the expansion of 5G networks are driving growth in the industry. Sierra Wireless is positioned to benefit from these trends with its comprehensive IoT solutions and established customer base.
Who Are SWIR's Key Customers?
- Original Equipment Manufacturers (OEMs)
- Enterprises
- Industrial Companies
- Mobile Network Operators
- Value-Added Resellers
ROE -28%Key Financial Metrics
Return on equity for Sierra Wireless, Inc. stands at -28.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -16.2%, showing how much profit it generates from its asset base. A current ratio of 1.39 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -8.3%, the inverse of the P/E and a quick read on earnings relative to price.
Sierra Wireless, Inc. (SWIR) Valuation Context
Valued at $1.21B, SWIR is classified as a small-cap stock.
Company Profile
Sierra Wireless, Inc. operates in the Communication Equipment industry within the Technology sector. It is headquartered in Richmond, CA. The company is led by CEO Philip Gordon Brace. SWIR has traded publicly since 1999.
F-Score 5/9Financial Health
Sierra Wireless, Inc.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 13.45 places it in the safe zone, indicating low near-term bankruptcy risk.
SWIR Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Comprehensive IoT solutions portfolio.
- Strong relationships with OEMs and mobile network operators.
- Global presence and distribution network.
- Proprietary IoT module technology.
Bear Case
- Dependence on the telecommunications equipment market.
- Competition from other IoT solution providers.
- Exposure to currency exchange rate fluctuations.
- Potential for supply chain disruptions.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
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SWIR Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SWIR.
Price Targets
Wall Street price target analysis for SWIR.
SWIR MoonshotScore
What does this score mean?
The MoonshotScore rates SWIR's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Leadership: Philip Gordon Brace
Chief Executive Officer
Philip Gordon Brace serves as the Chief Executive Officer of Sierra Wireless, leading a workforce of 1007 employees. His career spans various leadership roles in the technology sector, bringing extensive experience in strategic planning, product development, and market expansion. He has a strong background in driving innovation and growth within technology companies. Prior to Sierra Wireless, Brace held executive positions at leading technology firms, contributing to their success through his expertise in IoT and wireless communications.
Track Record: Under Philip Brace's leadership, Sierra Wireless has focused on expanding its IoT solutions portfolio and strengthening its position in the 5G market. Key milestones include strategic partnerships with leading OEMs and mobile network operators, as well as the launch of innovative IoT applications. Brace has overseen the company's efforts to capitalize on the growing demand for IoT connectivity in various industries, driving revenue growth and market share gains.
Sierra Wireless, Inc. Technology Stock: Key Questions Answered
What does Sierra Wireless, Inc. do?
Sierra Wireless, Inc. is a global provider of device-to-cloud Internet of Things (IoT) solutions. The company offers cellular wireless IoT modules, embedded broadband solutions, and IoT connectivity services. It operates through two segments: IoT Solutions, which provides modules for OEMs, and Enterprise Solutions, which offers AirLink routers and IoT applications for enterprise customers. Sierra Wireless serves a diverse range of industries, enabling connectivity for various IoT applications, including asset tracking, remote monitoring, and industrial automation.
What are the main risks for SWIR?
The main risks for Sierra Wireless include intense competition in the IoT market, rapid technological changes, and economic downturns. The company faces competition from other IoT solution providers, which could impact its market share and profitability. Rapid technological advancements may require Sierra Wireless to invest in new technologies and adapt its product offerings. Economic downturns could reduce demand for IoT solutions, impacting the company's revenue and earnings. Cybersecurity threats also pose a risk to IoT devices and networks, potentially affecting Sierra Wireless's customers and reputation.
How does Sierra Wireless, Inc. generate revenue from its technology products?
Sierra Wireless, Inc. generates revenue through a combination of hardware sales and recurring service subscriptions. The company derives revenue from selling cellular wireless IoT modules to original equipment manufacturers (OEMs). In addition, Sierra Wireless generates recurring revenue from connectivity services, managed network services, and cloud platform subscriptions. The company's revenue model is diversified across various product lines and service offerings, providing a stable revenue stream and growth opportunities.
What is Sierra Wireless, Inc.'s competitive position in the tech sector?
Sierra Wireless, Inc. holds a competitive position in the technology sector as a leading provider of device-to-cloud IoT solutions. The company's strengths include its comprehensive product portfolio, global presence, and established relationships with OEMs and mobile network operators. Sierra Wireless differentiates itself through its proprietary IoT module technology, cloud platform, and focus on specific industry verticals. While the IoT market is competitive, Sierra Wireless has carved out a niche by offering end-to-end solutions and catering to diverse customer needs.
What are the key factors to evaluate for SWIR?
Evaluate SWIR on fundamentals, analyst consensus, and risk factors. Not financial advice.
How frequently does SWIR data refresh on this page?
SWIR prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven SWIR's recent stock price performance?
Sierra Wireless, Inc. (SWIR) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Comprehensive IoT solutions portfolio. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SWIR overvalued or undervalued right now?
Valuing Sierra Wireless, Inc. (SWIR) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for SWIR. Financial data limited to market cap.